Document Library

Document Name (Sort)	Date (Sort)

Dinner Meeting: Speaker Bio and Speech
Charles Ian Nash, Esq. BIO Biographical_Summary_CIN_as_of_January_2012[1].pdf (29K)	3/23/2012
Charles Ian Nash, Esquire Homestead_Outline_as_of_March_23_2012[1].pdf (318K)	3/23/2012
Craig Sutherland Presentation Craig Sutherland Presentation-Five Potential Goals and Outcomes (2.21.12)[1].pdf (69K)	2/17/2012
John Anzivino Presentation John Anzivino Presentation - Charitable Lead Annuity Trusts (2.21.12).pdf (585K)	2/17/2012
Hank Raattama Presentation Hank Raattama Presentation - FUPMIFA (2.21.12).pdf (308K)	2/17/2012
Richard Warner Bio REW Bio 2012.pdf (48K)	1/10/2012
"How to Fire a Client - Lessons from Celebrity Es Course Outline - BOCA - Client Firing - Jan 2012.pdf (55K)	1/10/2012
Barry Nelson Addendum 2011-11-21 Addendum to Boca EP Council Outline.pdf (43K)	11/22/2011
Barry Nelson BioBarryNelson.pdf (216K)	11/12/2011
Barry Nelson 2011-11-29 AP Planning Jurisdictional Issues-Boca EP Council.pdf (107K)	11/12/2011
Conetta - Durable Power of Attorney Tami Conetta - Power of Attorney.pdf (175K)	10/20/2011
Conetta - Laws of Florida Tami Conetta - Laws of Florida.pdf (101K)	10/20/2011
Conetta Bio 10/25/11 Tami Conetta short bio CFO.doc (27K)	10/20/2011
Richard & Andrew Comiter’s Presentation of 4/26/11 Comiter PP.PPTX (167K)	4/25/2011
Comiter - Richard Bio 4/26/11 Richard B. Comiter Bio.pdf (61K)	4/19/2011
Comiter - Andrew Bio 4/26/11 Andrew R. Comiter Bio.pdf (10K)	4/19/2011
Alice Rokahr’s Presentation of 2/22/11 Estate Planning Council Presentation.ppt (1305K)	2/17/2011
Alice Rokahr’s Bio - 2/22/11 Paragraph Bio.doc (21K)	2/17/2011
Ullman Bio Ullman Bio - Short form.pdf (47K)	1/14/2011
Income Tax 2010 TRA 2010 (income tax).pdf (64K)	1/14/2011
Detzel Bio 1/18/11 LYD Bio (O0575355)[1].pdf (27K)	1/14/2011
Estate Tax Relief - It’s Finally Here! Estate Tax Relief - It's finally Here! (O0575344)[1].pdf (2047K)	1/14/2011
2010 - 2011 Greater Boca Raton Estate Planning Cou brepc2010.pdf (157K)	1/10/2011

Membership
Current & Proposed By-laws Article II ByLaws to Members.pdf (16K)	10/20/2011
Proposed By-Laws Redline Article II ByLaws to Members with Redline.pdf (29K)	10/20/2011
Membership Renewal Form Membership Renewal Form.doc (28K)	7/20/2011
By-Laws GBREPC By-Laws as of 2010.doc (60K)	1/21/2011
Qualifications for Membership Qualifications for Membership(1).doc (39K)	11/19/2010
New Member Application Form ApplicationNewMember 2010-2011.doc (39K)	8/9/2010

Officer's Duties and Responsibilities
VP - Technology Duties GBREPC Vice-President of Technology Duties Responsibilities.doc (30K)	6/28/2011
President's Duties GBREPC President duties.pdf (199K)	6/2/2011
VP - Programming's Duties GBREPC VP of Program's Duties & Responsibilites.doc (48K)	2/23/2011
VP - Membership's Duties GBREPC VP of Membership's Duties & Responsibilities.doc (60K)	2/23/2011
Treasurer's Duties GBREPC Treasurer's Duties & Responsibilities.doc (40K)	2/23/2011
Secretary's Duties GBREPC Secretary's Duties & Responsibilities.doc (65K)	2/23/2011
President Elect’s Duties GBREPC President Elect Duties & Responsibilities.doc (38K)	2/23/2011

Speaker
Planning with IRAs and Other Retirement Assets Planning with IRAs and Other Retirement Assets.pdf (40K)	12/3/2009
Where Theres a Will There Are Relatives - So Trust Where There's a Will There Are Relatives - So Trust Me.pdf (42K)	12/3/2009
Using ESOPs as an Exit Strategy Using ESOPs as an Exit Strategy.pdf (40K)	12/3/2009
The Role of Life Insurance in Wealth Transfer Plan The Role of Life Insurance in Wealth Transfer Planning.pdf (42K)	12/3/2009
The Importance of Having Long Term Care Insurance The Importance of Having Long Term Care Insurance as Part of a Comprehensive Estate Plan.pdf (43K)	12/3/2009
The Board Walk - Ten Major Responsibilities of Boa The Board Walk - Ten Major Responsibilities of Board Members.pdf (43K)	12/3/2009
The ABCs of Estate Planning The ABCs of Estate Planning.pdf (39K)	12/3/2009
Tangible Personal Property from the Daughter-in-la Tangible Personal Property from the Daughter-in-laws Perspective.pdf (43K)	12/3/2009
Six Estate Planning Pitfalls to Avoid Six Estate Planning Pitfalls to Avoid.pdf (40K)	12/3/2009
Preserving Your Wealth for the Next Generation and Preserving Your Wealth for the Next Generation and Philanthropy.pdf (43K)	12/3/2009
Planned Giving 101 - An Introduction to the Primar Planned Giving 101 - An Introduction to the Primary Charitable Giving Vehicles.pdf (43K)	12/3/2009
Issues that Matter the Most Issues that Matter the Most.pdf (42K)	12/3/2009
Integrating Investments - A New Approach for Afflu Integrating Investments - A New Approach for Affluent Investors.pdf (42K)	12/3/2009
I Know I Don't Know, Now What? I Know I Don't Know, Now What.pdf (38K)	12/3/2009
Grab the Brass Ring Grab the Brass Ring.pdf (39K)	12/3/2009
Full Estate Planning - Take Care of Yourself First Full Estate Planning - Take Care of Yourself First.pdf (41K)	12/3/2009
Financial Planning for Women Financial Planning for Women.pdf (42K)	12/3/2009
Estate Planning for Modest Wealth Persons Estate Planning for Modest Wealth Persons.pdf (42K)	12/3/2009
Dont Hook Me Up, Let Me Die in Peace Don't Hook Me Up, Let Me Die In Peace.pdf (38K)	12/3/2009
Developing a Planned Giving Strategy for Small Non Developing a Planned Giving Strategy for Small Non-Profits.pdf (43K)	12/3/2009
Converting Your Retirement Nest Egg Into an Income Converting Your Retirement Nest Egg Into an Income Stream.pdf (43K)	12/3/2009
Speakers Bureau - Let Us Hear From You Speakers Bureau - Let Us Hear From You.pdf (14K)	10/6/2009
Speakers Bureau Guidelines Speakers Bureau Guidelines.pdf (15K)	10/6/2009
Speakers Bureau Submission Form Speakers Bureau Submission Form.pdf (24K)	10/6/2009

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